PatronManager and Double the Donation Announce Matching Gifts Integration

PatronManager – Patron Technology’s powerful ticketing and CRM solution – and Double the Donation are proud to launch a matching gift integration between PatronManager donation forms and 360MatchPro, the leading matching gifts automation provider by Double the Donation. The new integration allows nonprofit organizations to identify more matching gift opportunities during the donation process and drive more matching gifts to completion. 

“Matching gifts are a key element of the fundraising strategy for many PatronManager clients, so we’re thrilled to collaborate with Double the Donation,” says Jen Leavitt, VP of Product at Patron Technology. “With this partnership, our clients will be able to drive more revenue, learn more about their patrons than ever before, and strengthen the 360-degree view of their data that is essential to building fruitful donor relationships.”

Now, donors are able to discover their match eligibility, develop an understanding of their employers’ programs, and pursue their match directly following their donation submission. With this powerful partnership, Double the Donation and PatronManager can help nonprofit organizations start raising more from matching gifts as soon as they activate the integration. 

“When it comes to matching gifts, there are two key elements that spell success for nonprofits looking to raise more: effective education and seamless processes,” says Adam Weinger, President at Double the Donation. “Our new partnership with PatronManager creates that educational space and that immediate call to action for donors, all easily included within the donation experience.”

Client organizations of PatronManager and Double the Donation can now look forward to claiming some of the $4-7 billion left on the table in matching gift funds each year.

Activate in Seconds and Start Raising More from Matching Gifts!

The PatronManager and Double the Donation teams have worked together to develop a solution that takes no complicated IT work for an organization to get started. Organizations can enter their API key from 360MatchPro into their PatronManager account, place Double the Donation’s search tool on their donation forms, and save! 

Once this process is complete, organizations begin the process of capturing match eligible transactions and guiding donors to their matching gift request forms! Seamlessly included in the donation process, the 360MatchPro autocomplete search tool and confirmation page plugin encourage donors to submit their matching gift requests immediately after they give their initial gift. 

360MatchPro collects this data and transforms it into actionable insights for organizations to keep donor information streamlined and consolidated, resulting in a wealth of useful corporate philanthropy-related data for fundraising teams.

Drive More Matching Gifts to Completion with 360MatchPro!

PatronManager is designed to grow and flourish alongside nonprofits as they evolve. Double the Donation is proud to become a part of that story of growth and enriched experience by providing PatronManager users with the most advanced matching gift automation tool in the space. 

Check out some key features below: 

  • Identify more matching gift revenue opportunities: 360MatchPro enables you to automatically collect matching gift eligibility from donors using email domains, within donation forms, on confirmation screens, or by email. The more matching gift opportunities 360MatchPro discovers and shares with donors, the more matching gift requests your donors will successfully submit.
  • Drive more matches to completion, from form submission to corporate payment: Direct donors to their matching gift forms immediately after the donation process is complete. Then, provide the right information to the right donors at the right time with custom emails based on match eligibility. Target follow-ups drive more completed submissions than ever before, bringing exponentially more matching gift checks from companies through your door.
  • Reallocate your time from routine follow-up to your top opportunities: Your time is valuable, so why spend it chasing small dollar-value matching gifts? Let 360MatchPro automate your matching gift outreach while flagging your highest-value opportunities, allowing your team to personalize follow-ups to the most valuable match-eligible donations. Rest easy knowing that 360MatchPro can handle the rest.

Ready to get started with your own matching gift journey? Schedule a private demo with the Double the Donation team today, and make sure to mention you use PatronManager!


About PatronManager: PatronManager, a product of Patron Technology, is a powerful arts and cultural organization ticketing solution built entirely on Salesforce. Its powerful CRM helps arts organizers sell more tickets, raise more money, and cultivate stronger bonds with their audience. For more information, please visit patronmanager.com.

About Double the Donation: Automate your matching gift fundraising with the industry-leading solution from Double the Donation. The 360MatchPro platform provides nonprofits with tools to identify match-eligible donors, drive matches to completion, and gain actionable insights. 360MatchPro integrates directly into donation forms, CRMs, social fundraising software, and other nonprofit technology solutions to capture employment information and follow up appropriately with donors about matching gifts. To learn more about Double the Donation, visit https://doublethedonation.com and request a demo at https://360matchpro.com/demo-request/

DonorDock and Double the Donation Announce Matching Gifts Integration with 360MatchPro

The Double the Donation and DonorDock teams are excited to announce a new integration between DonorDock online donation forms and 360MatchPro by Double the Donation. Nonprofit organizations can now use the two solutions together to raise more from matching gifts by incorporating valuable company information and outreach to donors during the giving process. 

“Our team is proud to unveil a partnership that allows our nonprofit clients to drive more value with every donor interaction,” says Matt Bitzegaio, Founder at DonorDock. “We hope that with this new integration, organizations will be able to start receiving more and more of the money left unclaimed each year in matching gifts.”

With $4-7 billion left on the table in matching gift revenue every year, the potential value for nonprofits leveraging automation is huge – and 360MatchPro can help orgs reach that potential with easy autocomplete company search, clear and easy-to-use CTAs for donors, and automated follow up email streams to capture as many match eligible donations as possible. 

“The Double the Donation team has identified lack of donor awareness as the number one barrier for nonprofit organizations receiving what they should each year in matching gift revenue,” says Adam Weinger, President at Double the Donation. “Our new integration with DonorDock is designed to close that awareness gap directly from the point of initial donation onward.”

Activate in Seconds and Start Raising More from Matching Gifts!

So how do nonprofit organizations get started using the DonorDock and 360MatchPro integration? The process is simple: organizations can enter their API keys retrieved from their 360MatchPro account into their DonorDock account to get started. Once the keys are verified, the integration is live and active on DonorDock forms. 

Here is where 360MatchPro can go to work. The advanced matching gift tool will start requesting employer information from donors as those donors give on a DonorDock form. When a donor selects their company name or uses a corporate email address, they’ll be prompted to take the next steps toward their gift match directly on the confirmation page. 

With the new integration, nonprofits can collect employer information, encourage donors to educate themselves about their own company’s corporate philanthropy programs, and take the necessary steps to double their impact!

Drive More Matching Gifts to Completion with 360MatchPro!

Double the Donation and DonorDock have partnered so nonprofits can take everything they love about their easy-to-use fundraising platform and boost their revenue with powerful matching gift automation software. 

Some additional features organizations can expect to leverage:

  • Identify more matching gift revenue opportunities: 360MatchPro enables you to automatically collect matching gift eligibility from donors using email domains, within donation forms, on confirmation screens, or by email. The more matching gift opportunities 360MatchPro discovers and shares with donors, the more matching gift requests your donors will successfully submit.
  • Drive more matches to completion, from form submission to corporate payment: Direct donors immediately to their matching gift forms after the donation process is complete. Then, provide the right information to the right donors at the right time with custom emails based on match eligibility. Target follow-ups drive more completed submissions than ever before, bringing exponentially more matching gift checks from companies through your door.
  • Reallocate your time from routine follow-up to your top opportunities: Your time is valuable, so why spend it chasing small dollar-value matching gifts? Let 360MatchPro automate your matching gift outreach while flagging your highest-value opportunities, allowing your team to personalize follow-ups to the most valuable match-eligible donations. Rest easy knowing that 360MatchPro can handle the rest.

Ready to start raising more with matching gifts? Schedule a personalized demo today. 


About DonorDock: DonorDock believes that software should make your life easier, not more frustrating. DonorDock makes it easier for nonprofits to track and grow their contacts, fundraising and marketing. DonorDock manages contacts, donors, emails, donations, memberships, volunteers, tasks and more. DonorDock was voted “Easiest to Use” Nonprofit Software and “Best Return on Investment” by G2, the leading software review website. DonorDock was founded in 2017 by people passionate about making nonprofit software faster, more helpful, and more affordable for small to medium sized nonprofits. Learn more at DonorDock.com.

About Double the Donation: Automate your matching gift fundraising with the industry-leading solution from Double the Donation. The 360MatchPro platform provides nonprofits with tools to identify match-eligible donors, drive matches to completion, and gain actionable insights. 360MatchPro integrates directly into donation forms, CRMs, social fundraising software, and other nonprofit technology solutions to capture employment information and follow up appropriately with donors about matching gifts.

SimplyFundraisingCRM Chooses Double the Donation for Advanced Matching Gifts Integrationy

SimplyFundraisingCRM Chooses Double the Donation for Advanced Matching Gifts Integration

Double the Donation and SimplyFundraisingCRM are proud to unveil their new integration partnership, opening the door for nonprofit organizations to identify more matching gift opportunities for their donors with every donation.

“We are thrilled to partner with Double the Donation,” Says Jon Biedermann, President at SimplyFundraisingCRM. “I’ve known the founder, Adam Weinger, for years and nonprofits will save time and raise far more from their small and mid-level donors. Even better, they will save time raising more money with Double the Donation’s and SimplyFundraisingCRM’s automated processes to collect matching gifts – all in one beautiful integration that simply just works.”

The new integration between SimplyFundraisingCRM and 360MatchPro by Double the Donation allows nonprofits to discover donors’ employers and match eligibility and encourage them to submit their matching gift requests at a higher rate. More submitted match requests means more revenue for the fundraising org, all without complicated IT work or manual follow up efforts. 

“Something we love about the SimplyFundraisingCRM platform is how easy and stress-free it is for nonprofit users to manage,” said Adam Weinger, President at Double the Donation. “It was a natural fit that we make the process for those same nonprofits to raise more from matching gifts just as easy with an integrated solution.”

Around 78% of donors are completely unaware of their matching gift potential – the new integration between 360MatchPro and SimplyFundraisingCRM aims to raise donor awareness and close the gap to help organizations claim some of the $4-7 billion in matching gift revenue left on the table yearly.

Activate in Seconds and Start Raising More from Matching Gifts?

Activating an integration between your SimplyFundraisingCRM account and 360MatchPro by Double the Donation is all in the name – simple! In your SimplyFundraisingCRM launchpad, just enter your public and private API keys from your 360MatchPro account and save to activate your integrated tools. From here, you’ll be able to toggle your matching gift fields on and off to meet your campaign needs. 

Enter your public and private API keys to activate your matching gifts integration!

Once you’re set up with your integration, 360MatchPro will automatically start identifying match eligible donors as they give on your SimplyFundraisingCRM donation forms, and follow up with them via email to guide them directly to their company’s matching gift request process. Encouraging donors automatically to get their gifts match could turn your average $25 donation into a $50 impact–all without arduous manual outreach from your already busy team!

Donors can easily search their company name directly from their giving forms.

Plus, keep track of your matching gift data and outreach settings in your 360MatchPro portal to identify future matching opportunities, keep track of your year-to-date match identified amounts, and manage your email settings and customizations to keep your messaging streamlined and true to your organizational voice.

Drive More Matching Gifts to Completion with 360MatchPro!

Double the Donation and SimplyFundraisingCRM’s partnership allow nonprofit organizations to raise more from every donor interaction with automated matching gifts marketing. Boost the impact of every donation by utilizing some key features: 

  • Identify more matching gift revenue opportunities: 360MatchPro enables you to automatically collect matching gift eligibility from donors using email domains, within donation forms, on confirmation screens, or by email. The more matching gift opportunities 360MatchPro discovers and shares with donors, the more matching gift requests your donors will successfully submit.
  • Drive more matches to completion, from form submission to corporate payment: Direct donors immediately to their matching gift forms after the donation process is complete. Then, provide the right information to the right donors at the right time with custom emails based on match eligibility. Target follow-ups drive more completed submissions than ever before, bringing exponentially more matching gift checks from companies through your door.
  • Reallocate your time from routine follow-up to your top opportunities: Your time is valuable, so why spend it chasing small dollar-value matching gifts? Let 360MatchPro automate your matching gift outreach while flagging your highest-value opportunities, allowing your team to personalize follow-ups to the most valuable match-eligible donations. Rest easy knowing that 360MatchPro can handle the rest.

Drive more value for your organization by automating your matching gift processes!

Ready to get started with your matching gift journey? Request a personalized demo today and make sure you mention you use SimplyFundraisingCRM when you schedule.


About SimplyFundraisingCRM: Manage donors, collect donations online or offline, and make it easy for you and your board members to attract and retain donors. All with built in fundraising expertise in one easy-to-use platform that anyone can use and everyone will love. Visit https://www.simplyfundraisingcrm.com/ to learn more.

About Double the Donation: Automate your matching gift fundraising with the industry-leading solution from Double the Donation. The 360MatchPro platform provides nonprofits with tools to identify match-eligible donors, drive matches to completion, and gain actionable insights. 360MatchPro integrates directly into donation forms, CRMs, social fundraising software, and other nonprofit technology solutions to capture employment information and follow up appropriately with donors about matching gifts. To learn more about Double the Donation, visit https://doublethedonation.com and request a demo at https://360matchpro.com/demo-request/.

Phonathons: The Fundraiser's Ultimate Guide & Top Tips

Phonathons: The Fundraiser’s Ultimate Guide & 15+ Top Tips

Raise more with matching gifts in your next phonathon.

Phonathons are a tried-and-true resource for all sorts of nonprofits and higher education institutions to engage donors and raise money effectively. While the benefits of a phonathon campaign are fairly straightforward, running a successful campaign is no easy task.

One thing that phonathons have historically struggled with has been identifying donors who may be eligible for a matching gift from their employer⁠—and pursuing those corporate matches to completion.

So how do you optimize matching gifts in your phonathons? Here at Double the Donation, we’ve compiled a number of tips and tricks to effectively communicate with your donors about matching gifts and raise more in phonathon revenue overall.

To plan a successful phonathon campaign, be sure to:

  1. Focus on the larger mission.
  2. Create a standardized script.
  3. Practice with mock calls.
  4. Schedule calls when donors are home.
  5. Set nightly/weekly fundraising goals.
  6. Use phonathon management software.
  7. Train callers on matching gifts.
  8. Implement screening and segmentation.
  9. Include matching gifts in call scripts.
  10. Prepare for donor questions.
  11. Equip callers with matching gift resources.
  12. Follow up with match-eligible donors.
  13. Track and incentivize successful conversations.
  14. Keep an eye on trends in employer information.
  15. Integrate your fundraising and matching gift tools.
  16. Bonus! Fundraising advice from phonathon experts.

Here are the steps involved in a successful phonathon fundraiser.

By adding matching gifts to your phonathon strategy, your campaign will see even greater success. If you can capitalize on that potential during your phonathon, you’ll see a massive increase in funds brought in.

Are you ready to find out how to optimize your organization’s upcoming phonathon to raise more? Let’s dive in.

Focus your phonathon on your nonprofit's mission.

1. Focus on the larger mission.

The most successful fundraising campaigns are focused on more than raising a certain dollar amount. If you can help donors understand why your cause is a worthy one, then you are far more likely to succeed. By highlighting the larger purpose of the campaign, you can motivate both donors and callers to feel good about what they’re doing!

To illustrate our point, take a look at two possible phonathon script introductions:

  • Phonathon Script Introduction #1: “I’m calling on behalf of University X to raise money for our annual phonathon campaign. Would you consider making a donation of $100 to the university’s endowment fund?”
  • Phonathon Script Introduction #2: “I’m calling on behalf of University X to raise money for our annual phonathon campaign. Would you consider making a donation of $100 to the university’s endowment fund? Every dollar you donate will go to scholarships for students in financial need!”

See the difference? In both cases, the caller is asking for the same dollar amount. But in our second example, the donor understands how their donation will be helping someone in need.

Create a script for your phonathon.

2. Create a standardized script.

For many of your callers, this will be their first phonathon campaign. The idea of getting on the phone with alumni to ask for donations can be extremely intimidating.

Creating a detailed and interactive script can help ease the nerves of new callers and standardize your donor’s experience. Here are the key components to any phonathon script:

  • Introduction: Answer the most basic questions: Who are you? What is your relationship to the organization running the campaign? Why are you calling?
  • Statement of purpose: Why is your organization asking for donations? What will the contributions be used for?
  • First ask: Make the initial request for a donation. What is the suggested donation amount? If the donor has made a donation previously, how much should the caller suggest they donate this year?
  • Gift confirmation: Success! How do we close the deal? How do we deal with different payment methods?
  • Answers to common objections: Not everyone wants to donate. How do we respond to common objectives such as a lack of interest, recent issues with the organization, or other giving priorities?
  • Non-pledge close: For those calls that don’t end in success, it’s important to help close the conversation gracefully to maintain the relationship with the donor.

A great script is arguably the most important component of a successful phonathon, as it’s a resource that every caller will use. Spend significant time working with your organization’s communication director to put this resource together.

Practice for your upcoming phonathon.

3. Practice with mock calls.

Having a team of well-trained callers is the secret to any successful phonathon campaign.

Prepare callers by organizing mock calls. During this time, they’ll read through the provided script and respond to a variety of different “donor personas.” See how they respond when a donor has questions about the campaign, voices objections, or is looking to complete their transaction.

This strategy will help you callers feel more at ease when it comes time to dial a real donor’s phone number. Plus, it can help get some of the roadblocks and uncertainties out of the way early!

Schedule calls for your phonathon.

4. Schedule calls when donors are home.

One of the most common challenges for phonathon callers is simply reaching the donor in the first place.

To improve the chances that your donors pick up the phone, consider calling during the hours when they are most likely to be home and available. These are some of our favorite times to do so:

  • Monday – Thursday, 6:00 PM – 9:00 PM. If you call within this time window, most donors will be home from work. Yet, it’s early enough that you reduce the risk of waking anyone up (tip: cranky donors rarely give donations).
  • Sunday, 5:00 – 9:00 PM. At this time on a Sunday, most donors will be finished with their weekend errands and are likely available for a conversation.

Make sure that you’re planning to reach donors when they’re ready and able to chat for the greatest fundraising success.

Set goals for your phonathon.

5. Set nightly/weekly fundraising goals.

Setting goals greatly increases your chances of fundraising success. Encourage your callers to set nightly or weekly donation goals to instill a sense of accomplishment when they reach and exceed their objectives.

Then, there are plenty of opportunities to make the most of your tracking results. We suggest that you:

  • Identify any knowledge gaps and situations where additional training is needed.
  • Assign your most effective callers to your highest-value prospective donors.
  • Communicate the concrete donation impact of your callers’ fundraising goals.

Setting detailed objectives helps your organization keep track of how many donations you’re bringing in within a certain timeframe. You can even leverage some friendly competition between callers this way!

Use phonathon software.

6. Use phonathon management software.

Consider purchasing phonathon software from a well-established vendor, such as industry leader Wilson-Bennett Technology’s DonorConnect. This type of tool can save you time, money, and many of the technical headaches that would ordinarily get in the way of a successful campaign.

Common tasks that phonathon software handles include:

  • Managing and updating your donor database.
  • Automating pledge verification via email.
  • Tracking call results.
  • Issuing reports on campaign progress.

By automating these time-consuming tactical steps, you can spend your time managing callers, increasing donations, and engaging in deeper relationships with supporters.

Ensure proper phonathon caller training.

7. Train callers on matching gifts.

Using matching gifts to boost phonathon funds starts and ends with your callers. These individuals are the voice of your campaign, working hard to help you fulfill your mission. They need to be prepared to both speak to and answer any questions a prospect may have regarding matching gifts.

While you may understand the value of capturing employer data and pursuing a matching gift from your donors, your caller and digital engagement teams may not. Make sure the people who will be having those real-time conversations understand the what, why, and how of matching gifts.

Consider these four components of effective matching gift phonathon training:

  1. Materials: Document how callers should ask about matching gifts and the process by which they should share company rules, guidelines, and instructions.
  2. Speakers: Who at your organization is responsible for matching gifts? Invite him or her to speak with your callers.
  3. Practice: Have your callers pair up and do trial runs on a few matching gift companies. Provide feedback as needed.
  4. Coaching: Like with anything, there’s always room for improvement. Listen for matching gift asks during calls and provide guidance to improve techniques.

Ensuring your team is on the same page about matching gift goals will make the ask that much easier when the opportunity arises. Being a caller for a phonathon is no easy task. But with proper training, you’ll situate your callers in the best possible position to make matching gift asks.

Screen and segment your phonathon donors.

8. Implement screening and segmentation.

Make the most of your callers’ (and your donors!) time by pre-screening and segmenting your calling list beforehand in terms of matching gift prospects.

Think of it this way: would you rather call 10 people and have 1 person respond positively, or call 5 and have 3 people respond positively? By segmenting your contacts prior to reaching out, you’re ensuring that each call is a more valuable use of your team’s time and resources.

For matching-gift-related segmentation, you’ll be enacting a three-point process:

  • First, pre-screen your file for matching gift eligibility. It is likely that a sizable percentage of your existing prospects are matching gift eligible. Know who they are in advance.
  • Second, append relevant information to your file. Append employer data and phone numbers to either your entire file or best prospects.
  • Third, segment your calling list accordingly. Assign your best callers to high-value match-eligible prospects. Not only are those candidates’ donations likely to get matched, but they are likely to have higher average donation amounts. If they don’t respond the first time, this group might even be worth a second call!

Increasing matching gift eligibility awareness is only going to help your campaign. Give your callers the information they need to have the biggest impact.

Of course, call volume is always going to be crucial for successful phonathons. But if your organization can be even 10% more deliberate about who you’re calling, it can have a great impact on your call conversion rate.

Include matching gifts in your phonathon.

9. Include matching gifts in call scripts.

With over 18 million individuals working for companies with matching gift programs, many of your phonathon donors are bound to be eligible for a corporate match. Your callers should always be asking donors if their employer offers a matching gift program.

Here’s how (it’s as easy as A-B-C!):

  • A: Ask every time. Few donors are thinking about (or are even aware of) matching gifts. Let them know about the potential.
  • B: Be persistent. Donors sometimes default to, “I don’t think so,” when asked if their company will match their donation. Have callers ask for an employer name and then quickly research that specific company.
  • C: Come prepared. If a donor submitted a matching gift in the past, come to the call prepared with the company’s matching gift information. Make the process simple and easy for your donors.

Let’s walk through an example of how to properly incorporate matching gifts into your script. A normal phonathon call will consist of the following steps:

  1. The caller introduces themself and the organization that’s fundraising.
  2. The caller asks the potential donor if they are willing to donate.
  3. The potential donor says yes/no.
  4. If the answer is no, the caller politely thanks the prospect for their time and ends the call.
  5. If the answer is yes, the caller begins the donation process with the new donor and helps guide them through the experience.

Once the donation is secured, have your caller make the matching gift ask. Use a template similar to this:

Many companies actually match donations made by their employees to schools and other nonprofits. Do you know if you or your spouse works for a company that offers a matching gift program? I’m happy to do a quick check to see if your company will double or possibly triple your donation.

Scripts take the guesswork and pressure out of calls. Plus, if your request process is standardized, you’re in a better position to evaluate and adjust according to the results.

Prepare for questions from phonathon donors.

10. Prepare for donor questions.

Some donors will be hesitant to give, especially if they’ve never contributed financially to your organization before. If they have questions about your mission, your particular fundraising need, or anything else that might be holding them back, you’ll want to have the answers prepped and ready.

Additionally, your donors might have questions about matching gift opportunities. Be sure your callers are able to provide basic information on company gift-matching by answering questions such as these: What is a matching gift? How do I figure out if my company will match my gift? What’s the submission process?

Making sure that everyone is on the same page with regard to these questions will help ensure that your callers can give supporters the most thorough and accurate information and best drive as many donations as possible.

Equip phonathon callers with resources.

11. Equip callers with matching gift resources.

Do your callers have the information they need to help donors? They obviously can’t be expected to memorize the program guidelines for all the thousands of companies that offer matching gifts⁠—so where can they find that information to pass along?

That’s where your matching gift company database comes in! This type of tool allows users to conduct a quick search of an employer name and receive detailed guideline information in seconds. Equip callers with access to this comprehensive database to uncover the following:

  • Employee eligibility
  • Types of qualifying nonprofits
  • Match ratios
  • Match minimums and maximums
  • Forms and guidelines
  • Submission deadlines and instructions

Providing callers with this ample information will help them quickly and easily answer common questions from donors. Once a donor has expressed interest in requesting a matching gift, you want your caller to be able to help in any way they can. Don’t miss out on a matching gift due to a technical or otherwise avoidable issue!

Follow up with phonathon donors.

12. Follow up with match-eligible donors.

If a donor has expressed interest in matching gifts on the phone, your organization has to follow up afterward to increase the likelihood of your turning interest into action.

Immediately after the conversation, send an email with matching gift request instructions for the individual’s employer. You’ll also want to include matching gift reminders across various donor communications, including:

  • Pledge acknowledgments
  • Thank you’s
  • End-of-year reminders

Telling donors their gift is eligible for a match is only one component of boosting matching gifts. It’s far more valuable if you pair that information with actionable next steps.

We also recommend embedding matching gift information into your website. Give your alumni and supporters a trusted place to find their matching gift info and guided the next steps on an easy-to-find webpage, so they can take action after speaking with your ambassadors. This helps interested supporters discover gift matching and double their own donations!

Track and incentivize successful phonathon efforts.

13. Track and incentivize successful conversations.

Are your callers held accountable and rewarded for their overall fundraising and matching gift performance? One of the best ways to ensure that callers know how important matching gifts are to your phonathon is by implementing tracking with incentives.

Giving your callers something to work towards will only help your fundraising efforts. Then, once they reach and surpass their goal, provide them with a small token of appreciation⁠: such as a t-shirt, hat, mug, or even public recognition!

Tracking and incentivizing fundraising results also gives you a positive metric for tracking caller proficiency and efficiency. This enables you to define where your phonathon is doing well and where it has room for improvement. Once you’ve isolated those areas, you are in a great position to adjust your efforts as needed.

Note any trends in your phonathon fundraisers.

14. Keep an eye on trends in employer information.

As you start to collect employer information from your alumni and supporters, you may notice trends in company data. Be sure to ask questions like these:

  • Do a lot of your donors work for the same companies?
  • In similar industries?
  • In specific locations?
  • Do those common companies your donors work for have strong matching gift programs?
  • Is there a concentrated area of match-eligible donors you could target for your next campaign?

These are all characteristics you can determine with greater accuracy the more donors you collect employer data from. While these are nice-to-know facts for general fundraising initiatives, they can also have a more significant impact on your greater matching gifts strategy.

Therefore, make sure you’re considering matching gifts when analyzing those trends for future initiatives. You never know when that information could come in handy for future events, digital outreach, or even a future phonathon!

Integrate your phonathon and matching gift tools.

15. Integrate your fundraising and matching gift tools.

Phonathons and other digital engagement events can be huge operations, and a lot can get lost in the shuffle if you don’t have the right tools. Luckily, providing a scalable system for your fundraising ambassadors and callers is an easy and effective way to organize your donor data. With matching gifts added to the mix, you’ll want an automated system to take care of all the nitty-gritty details for you.

We recommend using a phonathon system to manage all your digital engagement needs⁠—particularly one that integrates with powerful gift matching tools! Donor Connect by Wilson-Bennett Technology and 360MatchPro by Double the Donation offer an integrated solution that allows callers to retrieve and communicate valuable matching gift information when speaking to donors in real-time.

It takes virtually no effort from your team to get set up with the integration, and you’ll be able to start using it right away in your next digital engagement event. Automate the best practices listed above by incorporating the autocomplete search tool within Donor Connect scripts, automated email outreach, and regularly updated donor data.

Bonus! Advice from phonathon experts

Bonus! Fundraising advice from phonathon experts.

Hear from the phonathon fundraising experts at Wilson-Bennett Technology: a phonathon management services and software company serving nonprofits since 1998.

Todd Smith

Founder and CEO – Wilson-Bennett

Ensure training is ongoing throughout the campaign and each caller receives assistance, along with reminders, before calling begins each session.

We always encourage callers to excel while teaching methods to overcome negative comments.

During training, be sure to explain campaign policies and procedures, ensuring callers make the highest quality call on behalf of your institution.

Todd Smith is the founder of Wilson-Bennett's phonathon software company.

Rob Schlitts

President – Wilson-Bennett

“Play chess with your phonathon.”

Matching the right prospects up with the right caller makes for a great connection, conversation, and ultimately a gift. Your alumni and student callers will both enjoy the ability to connect with prospects that share similar traits and experiences.

A well-trained student caller will always be the engine of a successful phonathon.Rob Schlitts is the president of Wilson-Bennett's phonathon software company.


Many organizations take advantage of the fundraising opportunities phonathons provide. However, most don’t think about the potential of incorporating matching gift promotions into those invaluable donor conversations.

By following these tried-and-true phonathon fundraising tips, you can set up your team⁠—and your mission⁠⁠—for long-term success. Looks like it’s time to get calling!

For more information, be sure to check out our other educational fundraising resources below:

Raise more with matching gifts in your next phonathon.

Matching Gift Upsells: A Guide for Boosting Donations

Matching Gift Upsells | A Guide for Boosting Donations

Raise more with matching gift upsells through Double the Donation.

If you’re looking to drive additional fundraising revenue through corporate gift-matching programs, making the most of matching gift upsells is the way to go.

Picture this: A donor is in the process of making a gift to your organization. As they fill out your online donation form, they select the second suggested gift size at $20. Upon submitting their donation, however, they realize that the gift would have been eligible for a corporate match from their employer should it have been just $5 more.

Since the company they work for has a $25 minimum donation for matching gifts, the donor’s initial $20 gift doesn’t quite make the cut. If they had known that before completing their donation, they would have sacrificed an additional latte that week to boost the contribution into the eligible gift-matching threshold. As a result, your nonprofit would have received not only the extra $5 from the donor but a $25 match as well.

The above scenario perfectly illustrates the importance of matching gift upsells and the impact they can have on nonprofit fundraising strategies. In this guide, we’ll walk through the following topics to provide more information about matching gifts and how to drive corporate donations effectively:

Ready to learn more about matching gift upsells and the opportunities they can present fundraising organizations like yours? Let’s get started with the basics.


Here are the basics for matching gifts and matching gift upsells

Matching Gift Basics

Before diving into the value of matching gift upsells and how you can use this strategy to increase your fundraising revenue, you’ll first need to understand a few key concepts surrounding matching gifts and matching gift upsells. We’ll answer those questions here!

What are matching gifts?

Matching gifts are donations made through a particular type of corporate giving program in which companies match charitable donations made by their employees to eligible nonprofit causes. The process typically looks like this:

  1. A donor makes a donation to your nonprofit organization.
  2. The donor determines that their employer offers corporate gift matching and that their gift is eligible for a match.
  3. The donor submits a form to their employer with details about their donation and the nonprofit they gave to.
  4. The employer reviews the request and confirms the initial donation with your organization.
  5. The employer makes their own matching donation to your cause.

The exact parameters surrounding an employer’s matching gift program varies by company, though the vast majority of participating businesses match eligible donations at a dollar-for-dollar rate. Others, however, choose to match at a lower (e.g., 50 cents per initial donor dollar) or higher rate (e.g., $2 or even $3 per donor dollar).

What are matching gift upsells?

Driving matching gift revenue effectively is all about using the right verbiage in your fundraising asks. One thing that nonprofits are beginning to see more of is called matching gift upsells.

Every company puts different eligibility criteria and guidelines in place for their matching gift program. One of these criteria is minimum and maximum donation amounts that the business is willing to match. A matching gift upsell occurs when organizations encourage donors to make larger gifts in order for their contributions to be eligible for a corporate match.

In other words, when a donor is about to make a donation that falls below their employer’s donation threshold, a matching gift upsell convinces them to increase their gift size to fall between the minimum and maximum match amounts.


Here is the value of matching gift upsells

The Value of Matching Gift Upsells

Matching gift upsells offer significant value to nonprofits looking to improve their corporate fundraising strategies while raising more for their causes and building strengthened relationships with supporters. As you lean into this powerful tactic, here are three key benefits to consider:

  • Increased initial donations: According to Double the Donation research, 1 in 3 donors reported that they’d likely make a larger gift to a nonprofit if they know it’s being matched by their employer. By increasing the initial donation size to fall into their employer’s match eligibility criteria, donors put more dollars towards your organization.
  • Corporate matches: When donors bump up their gifts to become match-eligible, it allows you to collect additional corporate matches for your cause. That means more donations for your organization along with better corporate relationships.
  • Improved donor engagement: Matching gifts offer an invaluable engagement opportunity for donors who are looking to provide additional support to a mission they care about. When you make it easier for donors to become eligible for these programs, more individuals get the privilege of knowing their gifts are going further and making a more significant difference.

Just as matching gifts offer value to each party involved, matching gift upsells do as well. Without specific strategies in place to leverage this impactful concept, you’re likely to miss out on a ton of potential fundraising revenue.


Here are some best practices for leveraging matching gift upsells

Best Practices for Leveraging Matching Gift Upsells

Now that you understand the importance of matching gift upsells, how can you adjust your efforts to emphasize this type of fundraising strategy? Let’s discuss three of our favorite tried-and-true ideas for maximizing your matching gift upsell.

1. Provide access to matching gift program data.

One of the best ways to encourage matching gift upsells is by sharing company-specific matching gift details with donors. You can’t expect donors to up their donations to meet match-eligibility requirements if they’re unsure of their employer’s program guidelines!

Luckily, the right software can be a huge help here, as both a time-saver and a donation booster. For example, consider embedding a matching gift database tool in your online donation page. This way, donors completing an online gift can simply do a quick and easy search of their employer name to determine both if their company offers matching gifts and if the gift they’re about to make would be eligible.

Providing donors with employer giving details can help increase matching gift upsells.

If they see that their gift falls below their employer’s minimum, they can choose to adjust their donation size accordingly.

2. Incorporate suggested donation sizes.

Many organizations utilize suggested donation sizes to coax donors into giving larger amounts than they initially may have. When you choose your suggestions carefully, you can encourage more donors to make match-eligible donations and ultimately secure corporate gifts for your cause.

Here's how suggested donation sizes can help increase matching gift upsells.

But how? Matching gift statistics report that 93% of participating companies have a minimum donation threshold of less than or equal to $50. Further, the average minimum amount falls at $34. As you determine which donation sizes to set for your online giving form, keep these figures in mind.

For example, you might set your lowest donation tiers at $35 to $50, with larger gifts increasing from there. Just remember, it’s important to retain a “choose-your-own-donation” field that allows supporters to go lower, higher, or in between levels.

Here's an example of a matching gift upsell message in action.

3. Look for software that automates the upsell process.

Having the right software in place is a critical prerequisite for optimizing your matching gift efforts. When it comes to leveraging matching gift upsells in particular, we suggest exploring donation tools that offer that specific feature.

Double the Donation offers a native integration with Fundraise Up, which is a popular online donation platform that incorporates matching gift upsell functionality directly into the giving process. If a user is about to make a gift that falls below the minimum threshold for their employer, they’re automatically notified of the donation size gap and asked if they’d like to up their contribution to meet program requirements.

This collaborative tool allows donors to adjust their giving before clicking submit, often leading to increases both in donation sizes and matching gift eligibility.

 


Matching gift upsells are one of the best ways to bring an already lucrative fundraising strategy to the next level. You’ll receive additional funding for your cause while allowing more donors to make a larger impact on your nonprofit mission⁠—which is a win-win for everyone involved.

To make the most of this strategy, it’s vital that you equip your team and your donors with the matching gift fundraising technology required to make this idea a reality for your organization.

Learn more about matching gifts and other impactful fundraising strategies with these additional resources:

Raise more with matching gift upsells through Double the Donation.

Learn more about combining wealth screening and matching gift efforts in this guide.

Combining Wealth Screening and Matching Gift Efforts

Exploring trends in both nonprofit data and fundraising, donor wealth data⁠—and having the right resources to leverage it⁠—can go a long way towards successful revenue generation⁠. And if you’re looking to increase your organization’s corporate revenue as well, wealth screening and matching gift efforts go hand in hand.

To boost your wealth screening and matching gift strategies simultaneously, equipping your team with the right tips and tools is critical. When done effectively, fundraising organizations can reap the following benefits for donor relations and overall revenue growth:

  1. Better targeted communications with high-value matching gift donors
  2. Increased overall fundraising and corporate giving revenue
  3. A more comprehensive understanding of supporters

In this guide, we will explore the power of matching gifts, how these corporate giving programs correspond with individual wealth screening, and what you can do to increase your organization’s efforts. Let’s jump right in with the basics.

Understanding Wealth Screening

Wealth screening is a donor prospect research strategy that allows organizations to scan supporter information for common indicators of wealth.

Effective wealth screening practices offer several advantages to nonprofits and other fundraising organizations⁠, including the abilities to:

  • Better identify valuable prospective donors.
  • Craft more tailored donation asks.

This often involves comparing nonprofit database information against external sources such as government databases and online resources to help determine an individual’s overall net worth and ability to give.

See how these corporate giving statistics can impact your wealth screening and matching gifts strategies.

Understanding Matching Gifts

Matching gifts are a form of corporate giving offered by companies that aim to financially support the charitable causes that their employees care about. Gift matches are most often made at a dollar-for-dollar rate, although some businesses will choose to match up to $3 for every $1 donated by an employee.

As a nonprofit, these types of corporate gift-matching programs can offer you powerful benefits such as:

  • Increased fundraising revenue with little to no additional effort required.
  • Improved donor engagement strategies.
  • Opportunities for long-term corporate business partnerships.

Corporate or workplace giving programs such as matching gifts are advantageous to every party involved, including the business making the match, the donor contributing the initial gift, and the organization receiving the funding. That’s a significant factor in what makes matching gift fundraising efforts so popular among the philanthropic community.

However, our studies show that the majority (78%) of match-eligible donors are never made aware of these programs. This results in billions of corporate dollars going unclaimed each year, and only 7% of donors at matching gift companies actually submitting a request.

Benefits of Combining Wealth Screening and Matching Gifts

If you’re interested in combining your wealth screening and matching gift fundraising efforts, you have the potential to set your organization up for ongoing, long-term success. Here’s how:

1. Better target communications with high-value matching gift donors.

It’s a simple fact that in order to maximize results, you must engage with high-net-worth donors and prospects in a very strategic and relational way. If you typically employ automated email communications, you might opt for a more personalized approach instead. This allows you to build deeper relationships with these individuals and demonstrate their value as critical mission partners rather than ATM machines.

In order to determine which donors deserve this additional outreach, it’s important that you have the tools required to screen and flag your highest-value supporters. Then, you can use the details you learn about each individual to target and adjust your messaging accordingly.

For example, if you know that a major donor works for a company with a particularly generous matching gift program, be sure to look into their program guidelines and determine if the gift is eligible for a match. If so, share this information (as well as any online submission forms) directly with the donor so that they can easily take the next steps.

2. Increase overall fundraising and corporate giving revenue.

Effective fundraising relies on having the right data to drive your efforts. One of the best ways to collect this information is through wealth screening practices. This way, you can uncover major donor prospects within your network and make carefully crafted donation asks to maximize revenue.

Here’s how: imagine you have a supporter who consistently gives a few thousand dollars at a time. When you determine their net worth, you realize that they’re worth around $5 million. They could easily become a major donor for your upcoming annual fund campaign but aren’t likely to take that step on their own. And you never would have uncovered that information if it were not for wealth screening!

You decide to contact them as a potential major contributor. Now, you’ll need to make your fundraising ask. If you ask too much, you’re more likely to get a “no.” If you ask too little, you’ll often leave available funding on the table. When you have knowledge of the donor’s net worth and available assets, however, you can easily find that sweet spot at the high end of their comfort zone⁠—which means more money for your nonprofit!

3. Leverage a more comprehensive understanding of supporters.

Knowing your donors requires you to have a more holistic view of each person, rather than seeing donors as rows in a nonprofit database or dollar signs in your organization’s bank account. Luckily, wealth screening can provide your fundraising team with valuable insights into what makes each person them.

For example, does a major donor tend to display an affinity towards similar missions as your own? This implies that they have a passion for your cause and will be more likely to give⁠—and to go above and beyond by requesting a corporate match.

Wealth Screening Tools for Nonprofits

When it comes to combining wealth screening and matching gifts, you know you’ll need the right tools for increased success and efficiency. Hopefully, you’re already set up with a matching gift database and automation tool⁠—so now all you need are powerful wealth screening tools for your cause. Here’s what you need to know:

What are wealth screening tools?

While you might be able to manually screen a small number of donor prospects for common wealth indicators using tedious research and evaluation methods, wealth screening tools make the process a whole lot faster and easier for your team.

With a top wealth screening solution, you can determine accurate net worth estimates for donors and constituents, receive regularly updated information when wealth markers ebb and flow, and uncover valuable major donor prospects to help support your cause.

What is Windfall Data?

If you’re looking for recommendations on wealth screening providers, Windfall Data is certainly one of our top picks. This powerful platform offers unique and invaluable insights into some of your most critical donors and prospects to help charitable organizations like yours improve fundraising results. Here are some of its most noteworthy features:

  • Personal and household attribute management which takes into account other interests, virtue, and signals beyond typical wealth markers.
  • Customizable objectives based on whether your fundraising team is seeking major donations, annual fund donors, leadership gifts, planned giving, or more.
  • Holistic perspectives that combine data from multiple points of engagement such as donor databases, events, alumni rosters, and member networks.

Plus, Windfall Data offers a native integration with our innovative matching gift solution, 360MatchPro by Double the Donation. When leveraging these platforms together, nonprofits can ensure that high-net-worth individuals are automatically flagged for personalized matching gift communications. This way, your team can grow its prospect research and matching gifts simultaneously to adjust communications, boost funding, and improve donor relations along the way.

Windfall Data can help with wealth screening and matching gifts.


All in all, wealth screening and matching gifts are two of the most vital, yet often overlooked fundraising strategies for nonprofits looking to scale their efforts. When combined, these tactics allow organizations to raise more money in a more efficient manner.

In order to leverage the benefits of wealth screening and matching gift fundraising for your mission, it’s important that you invest in the right tools to make the most of these practices. Good luck!

Learn more about wealth screening and matching gifts with these other educational resources:

Double the Donation and Classy Enhancement Announcement

Double the Donation and Classy Enhance Matching Gift Integration to Fuel Fundraising Opportunities

Double the Donation and Classy have come together to enhance their existing matching gift solution to help organizations drive greater matching gift revenue. This new functionality will provide nonprofits with greater donor touchpoints, increased identification methods and advanced two-way data synchronization.

The 360MatchPro and Classy integration has already served countless nonprofits in their automated matching gift fundraising efforts. With this solution, fundraisers were targeting the 18 million individuals who work for companies with matching gift programs.

“Classy strives to provide nonprofits with innovative, advanced technology, and 360MatchPro consistently provides the best gift matching automation for donors,” said Colin Manuel, Head of Product Integrations at Classy. “With this enhancement, our customers can leverage the full gift matching power of the industry’s leading solution alongside their Classy fundraising campaigns.”

The enhanced matching gift technology will make it both easier for donors to submit matching gift requests and easier for nonprofits to track these gift matching submissions. With increased calls to action and more data flow opportunities, nonprofits will be able to drive matching gift revenue simply and seamlessly.

“The fundraising landscape is ever-changing, and our industry-leading technology is designed to evolve with the needs of our fundraising community,” said Adam Weinger, President of Double the Donation. “We are committed to providing nonprofits with cutting-edge technology, and these enhancements will ensure that Classy users can continue to drive matching gift revenue easily and efficiently.”

Using this advanced matching gift automation, nonprofits everywhere can continue to target the $4-7 billion in matching gift revenue that goes unclaimed each year.

360MatchPro - Activate in seconds and start raising more from matching gifts!

Activate in Seconds and Start Raising More from Matching Gifts!

Classy and 360MatchPro integration seamlessly for a simple setup process. Nonprofits with a 360MatchPro account can simply navigate to the Double the Donation App in “Apps & Extensions” within their Classy account to connect the two services. Then, simply add the matching gift solution to your chosen donation forms and confirmation pages.

Activate 360MatchPro from within Classy Manager

After the integration is set up, 360MatchPro gets to work by identifying match-eligible donors both during and after the donation process, making it easy for the tool to then automate personalized messages, driving employer matching gift requests.

With this integration, your organization can begin doubling (or sometimes even tripling!) eligible donations without having to dedicate any extra time or effort. This simple solution makes it easy for you to ramp up the matching gift funds while still focusing your valuable time on what matters most: your nonprofit’s mission.

drive more matching gifts to completion with 360MatchPro

Drive More Matching Gifts to Completion with 360MatchPro!

360MatchPro and Classy offer valuable matching gift features to help your organization double donations for your mission.

With the power of this solution, your organization can:

  • Identify more matching gift revenue opportunities: 360MatchPro enables you to automatically collect matching gift eligibility from donors using email domains, within donation forms, on confirmation screens, or by email. The more matching gift opportunities 360MatchPro discovers and shares with donors, the more matching gift requests your donors will successfully submit.
  • Drive more matches to completion, from form submission to corporate payment: Direct donors immediately to their matching gift forms after the donation process is complete. Then, provide the right information to the right donors at the right time with custom emails based on match eligibility. Target follow-ups drive more completed submissions than ever before, bringing exponentially more matching gift checks from companies through your door.
  • Reallocate your time from routine follow-up to your top opportunities: Your time is valuable, so why spend it chasing small dollar-value matching gifts? Let 360MatchPro automate your matching gift outreach while flagging your highest-value opportunities, allowing your team to personalize follow-ups to the most valuable match-eligible donations. Rest easy knowing that 360MatchPro can handle the rest.

360MatchPro integration-partnership announcement-360MP provides value to your nonprofit

Ready to get started? Schedule a personalized demo.


About Classy: Classy is a social enterprise that creates online fundraising software for nonprofits, modernizing the giving experience to accelerate social impact around the world. Based in San Diego, CA, Classy is trusted by organizations of all sizes, from the fastest-growing nonprofits like Team Rubicon and The Trevor Project, to some of the world’s largest social organizations, such as The Salvation Army, Robin Hood Foundation, and Shriners Hospitals for Children. Classy also hosts the Collaborative conference, a three-day immersive experience designed exclusively for nonprofit professionals and social impact leaders to learn, share, and get inspired. For more information, visit www.classy.org or follow Classy on Twitter @Classy.

About Double the Donation: Automate your matching gift fundraising with the industry-leading solution from Double the Donation. The 360MatchPro platform provides nonprofits with tools to identify match-eligible donors, drive matches to completion, and gain actionable insights. 360MatchPro integrates directly into donation forms, CRMs, social fundraising software, and other nonprofit technology solutions to capture employment information and follow up appropriately with donors about matching gifts. To learn more visit https://360matchpro.com/demo-request/

Find out how higher ed fundraising platforms can help you leverage matching gifts.

12 School & Higher Ed Fundraising Platforms That Grow Matching Gifts

Grow your matching gift revenue with the right higher ed fundraising platforms.

You know better than anyone that planning a university fundraising campaign can feel a bit overwhelming. With many moving parts and ever-changing components, it’s important to find the right higher ed fundraising platforms that can support your school every step of the way.

Luckily, if you’re a higher ed fundraiser, then we’ve got your back! 360MatchPro by Double the Donation, the leading provider of matching gift automation software, integrates with the best school and university fundraising platforms. This allows your institution to raise more and take advantage of the $4-7 billion in matching gift revenue left unclaimed each year.

If you’re not sure where to start or how to select the perfect fundraising platform for your team, be sure to check out our favorites below:

As you consider which higher education fundraising solution to use during your next campaign, this list of top platforms can help support your institution through the robust matching gift power of 360MatchPro.

Don’t have 360MatchPro yet? Talk to the double the Donation team to take advantage of matching gifts with these awesome platform integrations.

Let’s jump in!

GiveCampus is one of our favorite higher ed fundraising platforms.

GiveCampus

GiveCampus is a fundraising and volunteer management platform designed to help educational institutions to raise more money from more donors. This platform has facilitated over $1 billion in charitable giving to schools through innovative and effective fundraising avenues. GiveCampus specializes in giving forms, volunteer management, and educational peer-to-peer fundraising, an approach that can be 300x more effective than institutional asks.

GiveCampus provides both software solutions and educational resources to help schools reach their fundraising goals.

Through the GiveCampus platform, your school can also automate the matching gift process from start to finish through 360MatchPro by Double the Donation. This can help your school double or even triple match-eligible donations!

Why We Love This School Fundraising Platform

GiveCampus boasts impressive resources, such as:

  • Tailored and easy-to-use giving forms that reduce friction and increase donor conversion.
  • A wealth of best practice materials, such as this Giving Day Guide, to help your school maximize fundraising efforts.
  • An integration with 360MatchPro that allows donors to identify themselves as match-eligible during the donation process, then be automatically provided with their matching gift submission form and actionable next steps.

GiveCampus & Matching Gifts

360MatchPro by Double the Donation is the only corporate matching gifts tool that is integrated into the GiveCampus platform. Using a simple activation process, your school can add the 360MatchPro search field directly to your GiveCampus donation pages. This search field allows donors to type in the name of their employer to check for match eligibility. This search tool is smart – it suggests company names, parent companies, and subsidiaries as the donor types. This solution then provides the donor with matching gift information after the contribution has been completed – leading to a frictionless donation process.

Here's an example of how the GiveCampus school fundraising platform can help match gifts.

After the donation has been completed, you can easily provide donors with the link to their matching gift submission form and program guidelines. You can also automate personalized matching gift emails that provide eligible donors with a direct link to their matching gift request form.

Check out the GiveCampus + 360MatchPro integration guide.

UC Innovation is one of our favorite higher ed fundraising platforms.

UC Innovation

UC Innovation is a powerful provider of innovative CRM solutions and consulting services with a focus on higher ed institutions. Of their many technology solutions, ascend is a favorite tool for university advancement, constituent engagement, and other critical fundraising needs.

UC Innovation’s ascend platform is built on Salesforce, allowing fundraisers to simplify operations, reduce costs, and raise more for their schools.

Plus, they offer unique and impactful tools to help universities juggle prospect management, gift processing, reporting and analytics, constituent relations, donor bio/demographics, and more. Not to mention, they work with industry-leading matching gift software provider, 360MatchPro, to assist educational institutions in maximizing their corporate revenue.

Why We Love This School Fundraising Platform

ascend by UC Innovation is a popular fundraising solution with features such as:

  • Payment processing tools for major and annual pledges as well as outright, directed, and charitable gifts.
  • An established out-of-the-box fundraising solution that allows schools to get up and running with powerful donation tools in no time.
  • Predictive analytics reporting using Salesforce Einstein and other AI-based platforms to provide fundraisers with smarter insights.

UC Innovation & Matching Gifts

UC Innovation prioritizes matching gifts through a native integration between the ascend fundraising platform and Double the Donation’s 360MatchPro. Through this powerful partnership, ascend clients can automate the matching gift process for all sorts of gifts⁠—whether it is a standard contribution, a fulfilled pledge, or a recurring donation.

Here's an example of how UC Innovation's higher ed fundraising platform helps match gifts.

This way, you can easily track donors’ employers, identify match-eligible donations, and follow up to encourage match submissions without ever having to lift a finger. 360MatchPro also provides key data insights, allowing fundraisers to view current matching gifts as well as predict future revenue.

Check out the UC Innovation + 360MatchPro integration guide.

Blackbaud is one of our favorite higher ed fundraising platforms.

Blackbaud

Blackbaud works with a variety of organizations to empower them to overcome their greatest challenges and achieve transformative outcomes. In the higher education space, Blackbaud offers innovative solutions designed to connect your entire campus while increasing revenue, driving efficiency, and deepening meaningful engagement.

Blackbaud specifically provides cloud software, online services, expertise, and data intelligence to help organizations of all sizes achieve transformative outcomes.

The 360MatchPro integration works alongside Blackbaud solutions to deliver impactful matching gift fundraising automation and resources. Through this technical integration, schools can earn more in matching gifts without any unnecessary lift.

Why We Love This School Fundraising Platform

Blackbaud works with educational institutions to:

  • Drive efficiency by connecting fundraising solutions, education management, award management and more through integrated cloud solutions.
  • Provide online resources that are specifically tailored to academic fundraising and constituent management.
  • Increase their matching gift revenue through Double the Donation’s 360MatchPro.

Blackbaud & Matching Gifts

360MatchPro integrates with a variety of Blackbaud solutions. These systems allow your institution to automate the matching gift process, making it simple to fuel your school’s fundraising through employer matching gifts.  The Blackbaud and 360MatchPro integration also tags and tracks match-eligible donors, allowing you to follow the entire matching gift process from start to finish – and then use these insights to craft efficient and effective matching gift campaigns.

Here's an example of how Blackbaud's school fundraising platform can helps with matching gifts.

360MatchPro automates donor outreach, providing your contributors with simple avenues to submit a matching gift request. These messages are completely customizable, so your organization can retain its own voice and branding through this communication stream. This integration seamlessly educates donors and drives matching gifts for your institution.

Check out the Blackbaud + 360MatchPro integration guide.

Salesforce is one of our favorite higher ed fundraising platforms.

Salesforce

Salesforce is a cloud-based platform that provides customer relationship management services along with a suite of enterprise applications focused on marketing solutions, customer service, and more. Their extensive platform is easy to use and it can help your institution improve the donor experience, make insightful decisions and even accelerate productivity.

Salesforce offers a variety of products for fundraisers, helping changemakers accelerate their impact and engage deeply with constituents.

Salesforce AppExchange offers thousands of solutions including 360MatchPro. This integration can be activated in seconds, and it combines Salesforce’s data management with 360MatchPro’s leading gift match technology – resulting in an efficient and effective fundraising avenue!

Why We Love This School Fundraising Platform

Salesforce can advance your mission through:

  • The Power of Us Program that gives educational institutions and nonprofits access to Salesforce tools to expand fundraisers’ impact.
  • The robust Salesforce blog that covers important topics related to fundraising, data management, and more.
  • A powerful matching gift integration with 360MatchPro!

Salesforce & Matching Gifts

Salesforce integrates seamlessly with 360MatchPro to help your institution harness the power of matching gifts. By simply linking your Salesforce account to 360MatchPro, your organization can configure integration settings and begin identifying match-eligible donors and driving their matching gift requests to submission. Once the integration has been activated, the 360MatchPro solution will pull donation data from your Salesforce CRM. This will allow 360MatchPro to begin identifying match-eligible donors.

Here's an example of how the Salesforce school fundraising platform can helps with matching gifts.

360MatchPro can then automate outreach to track donor eligibility and map constituents directly to their appropriate matching gift submission form. Your school can easily customize these messages to include your institution’s personalized branding.

Check out the Salesforce + 360MatchPro integration guide.

Ellucian is one of our favorite higher ed fundraising platforms.

Ellucian

Ellucian is one of the leading providers of software and services built to empower higher educational institutions to enhance operations and enrich the student experience. Their wide range of solutions was designed to help you stay agile, reduce costs, and integrate information across your institution.

Ellucian works across institutional departments to provide an all-encompassing software solution that modernizes your campus and improves your higher education processes. 

Their wide range of technologies and services also includes an integration with 360MatchPro by Double the Donation. Through this partnership, your institution can maximize matching gift outreach and revenue through a simple, streamlined solution.

Why We Love This School Fundraising Platform

Ellucian empowers your institution to:

  • Build lifelong advancement relationships with their powerful CRM.
  • Stay on top of fundraising best practices through their white papers, solution sheets, and more.
  • Take advantage of employer matching gifts, one of the most underutilized fundraising avenues, through a simple integration with 360MatchPro.

Ellucian & Matching Gifts

With the Ellucian Ethos integration, 360MatchPro can be activated within minutes, allowing your school to seamlessly kick off their matching gift automation. This integration allows your institution to track match-eligible donors and provide them with direct links to submit a matching gift request. If your school uses customer experience webpages with CRM Advance, then the 360MatchPro search field can be simply added to those pages to identify more match-eligible donors.

Here's how Ellucian's school fundraising platform can help match gifts.

360MatchPro uses its innovative automated email streams to follow up with donors and provide them with a direct link to their matching gift request form. This means that your organization could double or even triple match-eligible donations without having to dedicate any extra time or resources – leading to greater revenue with no extra work.

Check out the Ellucian + 360MatchPro integration guide.

Wilson-Bennett is one of our favorite higher ed fundraising platforms.

Wilson-Bennett Technology

Wilson-Bennett Technology is one of our favorite higher ed fundraising platforms that specializes in university phonathon campaigns. This efficient and effective phonathon service inspires, educates, and implements the best practices for fundraising campaigns. They work with both alumni and students to strengthen university connections and community in the fundraising phonathon space.

WBT offers a variety of calling services so that you can find the best option for your university’s fundraising goals. These plans provide solutions that might include online reporting, database management, and even live credit card processing.

The 360MatchPro solution works seamlessly with WBT to help your school harness the robust fundraising power of matching gifts during your next phonathon campaign.

Why We Love This School Fundraising Platform

Wilson-Bennett Technology works with your institution to: 

  • Increase productivity through high database accuracy, contact rates, and segmenting precision. 
  • Craft on-campus phonathon programs, off-campus calling, membership calling, admissions calling, and software leasing services – each tailored to your school’s needs.
  • Grow matching gift funds through a 360MatchPro integration.

Wilson-Bennett & Matching Gifts

Wilson-Bennett Technology’s solution, DonorConnect, integrates directly with 360MatchPro for a seamless matching gift experience. Using this integration, your school can identify match-eligible donors during the call process by simply finding out where your donors work. Your call agent can then instantly find specific matching gift program guidelines that explain how the donor can double their contribution through employer gift matching!

Here's how Wilson-Bennett's school fundraising platform can help match gifts.

360MatchPro also automates matching gift emails to be sent to donors after the call has been completed. These messages contain a direct link to the employer’s matching gift submission form – meaning your donor could start the matching process with just one click. Your school can completely customize these emails and automatically add important matching gift details and guidelines.

AlumnIQ is one of our favorite higher ed fundraising platforms.

AlumnIQ

AlumnIQ is an online engagement platform designed for today’s higher education fundraisers. With mobile, integrated, and personalized features, this platform can help your university effectively implement programs and service constituents for increased engagement and greater results.

AlumnIQ provides a variety of features related to events, giving, marketing, volunteering, reunions, and more so that your organization has everything it needs to improve operations and engagement efforts.

This platform even offers a seamless integration with 360MatchPro by Double the Donation so that your institution can increase matching gift revenue easily and efficiently.

Why We Love This School Fundraising Platform

AlumnIQ offers powerful features like:

AlumnIQ & Matching Gifts

360MatchPro integrates seamlessly with AlumnIQ for impressive matching gift results. By simply entering your 360MatchPro credentials in the AlumnIQ platform, you can activate the solution and begin driving matching gift revenue. Once you’re up and running, 360MatchPro will begin identifying match-eligible donors during the donation process by prompting donors to search their company name in a streamlined search tool. Then, 360MatchPro provides a simple next step to begin the matching gift process directly on your confirmation screen – making it easy for donors to double donations immediately after the donation process.

Here's how AlumnIQ's school fundraising platform can help match gifts.

360MatchPro even automates personalized messages to donors, prompting them to submit a matching gift request. These emails are completely customizable, and they allow donors to easily access their employer matching gift submission form. With AlumnIQ and 360MachPro, your organization can begin harnessing matching gift revenue in no time.

Check out the AlumnIQ + 360MatchPro integration guide.

Almabase is one of our favorite higher ed fundraising platforms.

Almabase

Almabase is an all-in-one alumni management software that specializes in peer-to-peer crowdfunding, event management, and alumni engagement. Their robust solutions are known for increasing engagement and fostering relationships.

Almabase provides educational institutions with solutions for email marketing, event registrations, alumni directories, and alumni websites so that you can keep all your information and outreach in one place.

Almabase also integrates with 360MatchPro by Double the Donation so that your school can easily leverage matching gift funds within your current fundraising strategy.

Why We Love This School Fundraising Platform

Almabase provides institutions with impressive resources, such as:

  • Simple online donation forms that delight donors and increase engagement.
  • An active and innovative online blog that covers a wide range of fundraising categories.
  • A technical integration with 360MatchPro by Double the Donation, the leading provider of employer matching gift automation software.

Almabase & Matching Gifts

360MatchPro is the exclusive matching gift software within the Almabase platform. Simply integrate 360MatchPro with your Almabase account, and begin driving donations through employer gift matching! After a donor completes their donation, they will see a streamlined search field on their confirmation screen. This field allows the donor to search for the name of their employer, providing simple suggestions within the drop-down menu.

Here's how the Almabase school fundraising platform can help match gifts.

If the donor is match-eligible, 360MatchPro can send customizable emails that contain specific matching gift information along with a direct link to the donor’s matching gift submission form. Even without employer information, 360MatchPro can send messages that educate donors and even guide them to their employer’s matching gift request form. This makes it easy to provide donors with simple streamlined steps to double or even triple their donation!

Check out the Almabase + 360MatchPro integration guide.

Custom Donations is one of our favorite higher ed fundraising platforms.

Custom Donations

Custom Donations is a simple plugin that keeps donations flowing. This innovative solution allows your university to welcome supporters with swift and secure technology that is completely tailored to your unique fundraising needs. With multiple giving options and advanced functionality, Custom Donations is an ultimate platform for donor engagement and retention.

Custom Donations was built by fundraisers for fundraisers so that you can empower your giving team with effective and easy-to-use technology.

Using Custom Donations, your school can also take advantage of 360MatchPro to double donations with employer matching gift programs!

Why We Love This School Fundraising Platform

Custom Donations offers:

  • Simplified data reconciliation so that you can minimize data syncing and maximize actionable insights.
  • Specialized higher education fundraising functionality that offers flexible, customizable, and easy-to-launch online giving forms.
  • A seamless integration with 360MatchPro.

Custom Donations & Matching Gifts

360MatchPro works alongside Custom Donations to take your gift matching revenue to the next level. The activation process takes just a couple of clicks so that your school can easily start maximizing matching gift revenue. This solution then allows your institution to identify match-eligible donors directly from your giving forms, making it easy to tag and track matching gift opportunities. Following a donation, the donor can access a direct link to their matching gift submission form and guidelines from the giving page confirmation screen – so they can easily submit a matching gift request!

Here's how Custom Donation's school fundraising platform can help match gifts.

360MatchPro and Custom Donations even work to automate customizable messaging to your supporters. Using several automation avenues, your institution can send out matching gift emails that contain a direct link to your donors’ matching gift submission forms. This provides another simple touchpoint for your organization to double donations through employer gift matching.

Check out the Custom Donations + 360MatchPro integration guide. 

Community Funded is one of our favorite higher ed fundraising platforms.

Community Funded

Community Funded is a digital fundraising and engagement platform designed by and for education, non-profit, and healthcare fundraising organizations. This solution seamlessly plugs into your existing website, payment gateways, and workflows to make things easier for your institution. Their all-in-one fundraising solution is designed to take your organization’s fundraising to the next level by growing your donor network and connecting them to your greatest needs.

The Community Funded platform allows users to build their own fundraising campaigns or choose to utilize the highly specialized Community Funded Services team to execute all their marketing needs.

Plus, this higher ed fundraising platform integrates with 360MatchPro by Double the Donation to provide institutions with the opportunity to maximize their revenue through employer gift matching.

Why We Love This School Fundraising Platform

Community Funded equips your institution with:

  • Customizable landing pages for your campaigns and events that can be repurposed across giving initiatives
  • The option to gamify your giving experience with challenges and participation awards
  • Double the Donation’s industry-leading automated gift matching software, 360MatchPro

Community Funded & Matching Gifts

360MatchPro seamlessly integrates across the Community Funded platform to make the setup process quick and easy for your institution. Once you’ve activated your account and entered your credentials, the 360MatchPro tool will identify eligible donors and follow up with them to get their gift matched as soon as they submit their initial gift.

360MatchPro uses a streamlined search tool to help donors identify their gift matching eligibility when they enter their company name. After their entry is stored by the search tool, donors can find more detailed information about their company’s program as well as a link to their matching gift request form straight from the donation confirmation page.

Here's how Community Funded's school fundraising platform can help match gifts.

Clients can also be connected to the gift matching process after the donation has been completed via automated email outreach powered by 360MatchPro and completely configured by the client. Eligible donors and those with unknown eligibility can both receive these emails, making it even easier for clients to identify and catch as many eligible matches as possible.

Check out the Community Funded + 360MatchPro integration guide.

Anthology is one of our favorite higher ed fundraising platforms.

Anthology

Anthology, formerly iModules, is a powerful higher ed fundraising platform that offers an interconnected suite of modules to empower institutions to maximize fundraising while creating meaningful constituent relationships. Their platform includes impressive avenues to increase engagement, such as web content management, marketing communications, online giving, event management, e-commerce, and social media integration.

Anthology was designed for educators, students, and higher education professionals to elevate fundraising and inform decision-making while maintaining effective supporter engagement. 

Anthology offers a host of features to accomplish educational fundraising goals, including an integration with the leading matching gift software provider, Double the Donation. Through Anthology and 360MatchPro, institutions can maximize revenue through employer gift matching.

Why We Love This School Fundraising Platform

On the Anthology platform, your institution can:

  • Manage institutional data from a variety of touchpoints to help advance your mission.
  • Discover insightful resources to stay informed in today’s educational fundraising landscape.
  • Automate the matching gift process from start to finish using 360MatchPro!

Anthology & Matching Gifts

360MatchPro integrates directly into the Anthology platform for a simple setup process. Once your school is up and running, you can add the 360MatchPro search field to your Anthology donation forms. This feature uses autocompleted suggestions to allow donors to identify themselves as match-eligible – meaning your school can track matching gift opportunities directly from the donation process.

Here's how the Anthology school fundraising platform can help match gifts.

Using this matching gift data, 360MatchPro then goes to work providing your match-eligible donors with direct links to submit their employer matching gift requests. You can automate yet customize this matching gift outreach to ensure that your school drives matches to completion without any unnecessary effort.

Check out the Anthology + 360MatchPro integration guide.

Booster is one of our favorite higher ed fundraising platforms.

Booster

Booster is a favorite school fundraising platform that equips users with the tools they need for effective a-thon-style fundraisers, branded merchandise sales, and more. This provider works with K-12 schools, PTAs, and booster clubs, specializing in fun runs and similar types of fundraising events.

Booster’s fundraising software also integrates with Double the Donation to assist fundraisers in making the most of every donation they receive. If you’re looking for an effective school fundraising solution for your K-12 school, Booster might be just the solution for you.

Why We Love This School Fundraising Platform

Booster works with schools and parent-teacher groups to assist with:

  • Planning and facilitating virtual, in-person, and hybrid event experiences.
  • Creating customizable and school-branded online donation pages.
  • Robust analytics tools that provide fundraisers with detailed reports and easily track and share campaign progress.

Booster & Matching Gifts

Booster recognizes the power of matching gift revenue for its clients and partners with 360MatchPro by Double the Donation to leverage this funding effectively. Once a donor gives through the Booster platform, they’re met with information on matching gifts along with an embeddable confirmation page plugin to find company-specific program guidelines with ease.

Here's how Booster's school fundraising platform works to match gifts.

Your school’s supporters will love matching gifts because these programs allow donors to make an even greater impact on your fundraising campaign without having to shell out more from their own wallets. Plus, Booster fundraisers receive 100% of the matched donations!

Check out the Booster + 360MatchPro integration guide.


All in all, it’s important to take careful time and consideration to choose a fundraising platform that fits the needs of your institution. Using one of these top platforms with their 360MatchPro integration is a great way to plan a successful fundraising campaign that includes the power of matching gift automation, leading to greater revenue without greater effort. 

About Double the Donation: Automate your matching gift fundraising with the industry-leading solution from Double the Donation. The 360MatchPro platform provides nonprofits with tools to identify match-eligible donors, drive matches to completion, and gain actionable insights. 360MatchPro integrates directly into donation forms, CRMs, social fundraising software, and other nonprofit technology solutions to capture employment information and follow up appropriately with donors about matching gifts.

Learn more with our other matching gift resources here:

Raise more with matching gifts using the top higher ed fundraising platforms.

3 Areas to Improve Your Peer-to-Peer Fundraising Results

3 Areas to Improve Your Peer-to-Peer Fundraising Results

by Mark Becker, Founding Partner, Cathexis Partners

Peer-to-peer fundraising is big. According to a peer-to-peer fundraising study by NonProfit PRO and Frontstream, 43 percent of nonprofits engaged in peer-to-peer fundraising said that fundraising made up more than 50 percent of their revenue. And according to Peer-to-Peer Professional Forum’s Peer-to-Peer Fundraising Thirty, 2.2 million people took part in peer-to-peer fundraising programs in 2020.

Stats like these suggest that it’s worth investing more time in your peer-to-peer fundraising program.

So, let’s take a look at three areas where you can improve your peer-to-peer fundraising results:

1. Recruit more participants.

One key thing peer-to-peer fundraising requires to be successful is participants. Here are some ideas for recruiting more participants for your next peer-to-peer campaign or event:

  • Create powerful messages – To get your supporters excited about helping you raise funds, it’s important to have a compelling story. Make sure your messaging addresses key ideas, including:
    • What makes your organization unique
    • What impact you are having on your mission
    • How your peer-to-peer campaign or event is solving a problem
    • What the funds raised from your campaign or event will help your organization accomplish
    • How participants can help you reach your fundraising goals
  • Make your story easy to understand and share – Make sure the messaging for your peer-to-peer fundraising campaign is easy to:
    • Understand – It should be obvious why your organization has launched the peer-to-peer fundraising campaign.
    • Convey – Your message should be simple enough for your supporters to easily explain to others.
    • Share – Your peer-to-peer fundraising tools should make it easy for participants to share your message.
  • Analyze your data – Take time to gather, analyze and use data from your past peer-to-peer campaigns or events to uncover trends and find new opportunities to improve your recruiting efforts. For example, review funds raised based on your top fundraisers’ connection to your organization. Understanding more about them can help you target your recruitment efforts with greater precision.
  • Do a “soft” launch – Consider doing a soft launch of your campaign in which you have staff members, board members, and your most involved constituents register to begin fundraising ahead of the official launch. Then, when other people come across the campaign, they’ll see that it already has an interest.
  • Build targeted recruitment emails – Segment your audiences and tailor messages for each segment for greater impact. For example, create email audiences based on past participation and past team membership. By doing so, you can send targeted messages, such as an early announcement email to those who have participated in the past and follow-up messages encouraging past participants to sign up.
  • Reach beyond your list – Think about other communications channels that reach beyond your constituent list: social media, your website, signs at your organization’s events, public service announcements, local morning TV news shows. All of these channels can be used to announce your campaign and recruit participants.

2. Motivate your participants to raise more.

Getting participants to sign up to fundraise for your organization (and providing them with basic details, sample emails, and suggestions about how to raise funds from their family and friends) is just the beginning. Your ability to reach your fundraising goals depends heavily on your ability to engage with your peer-to-peer participants and keep them motivated to raise funds.

Some ideas:

  • Issue social media challenges. Create social media challenges to get participants more excited about your campaign and help them engage with potential donors. For example, at the beginning of the week, issue a challenge via your website, social media, and email. Challenges can be related to your organization’s mission, such as “the participant who posts the most pet-themed photos wins the challenge,” or generic, like “the participant with the most donor selfies wins.” Then, promote the winner the following week.
  • Send out a call for videos. Ask participants to create videos to help inspire other participants. For example, ask your top fundraisers to develop a short video about why they’re raising funds for your organization or what have been their most effective approaches for raising funds from friends and family.
  • Provide incentives. Those who sign up for your peer-to-peer event or campaign have already shown interest in raising funds for your organization. But a little extra incentive can help you keep up the fundraising momentum. For example, offer a t-shirt, an online gift card, or another gift for participants who reach specified fundraising milestones.

3. Consider your peer-to-peer fundraising software platform.

The software platform you use to manage your peer-to-peer campaigns and events and to provide participants with the tools they need to raise funds is critical to your fundraising success. Be sure to periodically re-evaluate your software platform to ensure it’s still meeting your needs.

Here are three signs that it might be time for a change:

  • Your peer-to-peer participants aren’t as happy as they should be. Here are some signals that your participants are finding the online experience for your peer-to-peer campaigns and events difficult to navigate:
    • Registration abandonment. If you see a high number of people abandoning the registration process, or if that number starts to go up, it might be a sign that you need software that supports an easier and more intuitive participant-facing online experience.
    • Support requests. If you find your staff is receiving an increasing number of support requests for your peer-to-peer campaigns and events, it’s a signal that your software might not be as easy for participants to use as it should be.
    • Survey responses. After each event or campaign, it’s a good idea to send participants a survey to capture their feedback. Be sure to ask questions about their online experience. They’ll let you know if the experience is clunky or outdated.
  • Staff productivity is decreasing. If your organization’s peer-to-peer fundraising team doesn’t seem to be working as efficiently as it seems like it should be, it might be time for new software. You might hear them say things like:
    • It’s difficult to run reports and get the information they need when they need it.
    • Making changes to the participant-facing design is difficult and/or they aren’t getting the results they expect after making changes.
    • It seems to take too long to set up and/or edit a new campaign.
  • Your organization’s strategy is evolving faster than your software. As your organization evolves, it’s not uncommon for technology that once met your needs to no longer work for you. Here are some things to watch for:
    • Your software will not integrate with your donor database/customer relationship management platform, email marketing platform, or other key software that your organization uses or plans to add soon.
    • Your organization’s strategy has expanded to include more social media, apps, SMS, matching gift tools, and other technologies, but your software does not support or integrate with those technologies.
    • Your organization has shifted money or resources toward other technologies, and you need a more cost-effective solution.

Whether you’re just getting started with peer-to-peer fundraising, or you’ve been at it for years, the approaches in this article can make a positive impact on your peer-to-peer fundraising campaigns and events.

If you need more ideas or an extra set of hands for your peer-to-peer fundraising events or campaigns, the Cathexis Partners team is ready to help. Contact Cathexis Partners today.


About Mark Becker and Cathexis Partners: Mark founded Cathexis Partners in 2008 to help nonprofit organizations get the most from their existing technology tools, implement new technology to address gaps, and find the best overall approach to using technology to support their missions. He previously served as director of IT consulting at a fundraising event production company focused on nonprofits. Cathexis Partners helps nonprofits use technology to raise funds and engage supporters more effectively.

Double the Donation-UC Innovation-integration announcement feature image

UC Innovation Selects 360MatchPro by Double the Donation as New Automated Matching Gift Offering

Double the Donation is thrilled to announce its newest integration with ascend by UC Innovation, a CRM software and consulting company committed to delivering innovative, sustainable results. This technical partnership has come together to provide educational institutions with the power to double eligible donations through the industry-leading matching gift solution, 360MatchPro.

“Our product, ascend, is the most comprehensive advancement solution based on the Salesforce platform, and 360MatchPro by Double the Donation is the most advanced matching gift solution on the market,” said Caroline Chang, VP of Product and Community Engagement. “Providing our clients with a simple integration with this solution is incredibly valuable.”

The integration is designed to work with the ascend platform to identify match-eligible donors following the donation process, then lead them directly to their matching gift submission form. This powerful technology makes it easy for organizations to double or even triple their employer matching gift funds without having to manually chase after matching gift requests, saving them time, effort, and revenue.

“UC Innovation’s ascend product is an impressive fundraising solution, and our team is so excited to add our robust matching gift functionality to it,” said Adam Weinger, President of Double the Donation. “Our combined solutions will undoubtedly drive value for our mutual users.”

These two solutions integrate seamlessly so that your organization can start harnessing matching gift funds in minutes. This simple process will allow your organization to target the 18 million individuals who qualify for employer matching gift programs.

360MatchPro - Activate in seconds and start raising more from matching gifts!

Activate in Seconds and Start Raising More from Matching Gifts!

360MatchPro and ascend integrate seamlessly so that you can start driving matching gift revenue in no time. To get started with this solution, simply navigate to the “Setup” section within your ascend account to manage your custom metadata types. You can then enter your 360MatchPro credentials to activate the integration.

Once you’ve added your credentials, you can navigate to your “Gift Processing Settings”. By editing these settings you will have the option to check a box that enables “Double the Donation”.

UC Innovation - 360MatchPro - integration activation option

That’s all there is to it! By entering your credentials and selecting the option to enable the integration, you can begin leveraging the power of 360MatchPro. With this integration, your donation records will flow from ascend into your 360MatchPro portal to kick off the matching gift process. 360MatchPro then gets to work identifying match-eligible donors and driving their matching gift requests to completion. This solution even stores valuable matching gift metrics directly in your 360MatchPro portal so that you may access actionable insights to drive your fundraising efforts.

360MatchPro-Drive-more-matching-gift-requests-to-completion-with-360MatchPro

Drive More Matching Gifts to Completion with 360MatchPro!

Double the Donation and UC Innovation work to provide fundraisers with powerful, innovative solutions.

Using their matching gift integration, you team can:

  • Identify more matching gift revenue opportunities: 360MatchPro enables you to automatically collect matching gift eligibility from donors using email domains, within donation forms, on confirmation screens, or by email. The more matching gift opportunities 360MatchPro discovers and shares with donors, the more matching gift requests your donors will successfully submit.
  • Drive more matches to completion, from form submission to corporate payment: Direct donors immediately to their matching gift forms after the donation process is complete. Then, provide the right information to the right donors at the right time with custom emails based on match eligibility. Target follow-ups drive more completed submissions than ever before, bringing exponentially more matching gift checks from companies through your door.
  • Reallocate your time from routine follow-up to your top opportunities: Your time is valuable, so why spend it chasing small dollar-value matching gifts? Let 360MatchPro automate your matching gift outreach while flagging your highest-value opportunities, allowing your team to personalize follow-ups to the most valuable match-eligible donations. Rest easy knowing that 360MatchPro can handle the rest.

360MatchPro integration-360MP provides value to your nonprofit

Ready to check it out? Schedule a personalized demo to learn how this integration will drive matching gift revenue for your organization.


About UC Innovation: Founded in 2011, UC Innovation is a CRM software and consulting company that is committed to serving higher education and nonprofit clients. Their organization focuses on delivering advanced solutions on time and on budget, finding that optimal blend of innovative products and deep domain expertise. UC Innovation strives to provide clients with solutions that use efficient business processes and state of the art technologies to reduce cost, ensure quality, and provide timely delivery of your CRM needs. To learn more, visit: https://www.ucinnovation.com/s/contact

About Double the Donation: Automate your matching gift fundraising with the industry-leading solution from Double the Donation. The 360MatchPro platform provides nonprofits with tools to identify match-eligible donors, drive matches to completion, and gain actionable insights. 360MatchPro integrates directly into donation forms, CRMs, social fundraising software, and other nonprofit technology solutions to capture employment information and follow up appropriately with donors about matching gifts. To learn more about Double the Donation, visit https://doublethedonation.com and request a demo at https://360matchpro.com/demo-request/.